Jones Financial Companies
PIPR icon

Jones Financial Companies’s Piper Sandler PIPR Stock Holding History

Jones Financial Companies’s Portfolio PIPR Stock Details PIPR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.26M Buy
30,999
+30,111
+3,391% +$2.47M ﹤0.01% 1373
2025
Q4 		$75.4K Buy
888
+284
+47% +$24K ﹤0.01% 2334
2025
Q3 		$52.9K Buy
604
+116
+24% +$9.46K ﹤0.01% 2352
2025
Q2 		$34.3K Buy
488
+392
+408% +$24.4K ﹤0.01% 2375
2025
Q1 		$5.94K Buy
96
+8
+9% +$573 ﹤0.01% 2902
2024
Q4 		$6.6K Hold
88
– – ﹤0.01% 2674
2024
Q3 		$6.24K Buy
88
+84
+2,100% +$5.49K ﹤0.01% 2382
2024
Q2 		$230 Buy
+4
New +$205 ﹤0.01% 2379
2022
Q3 		– Sell
-32
Closed -$1K – 690
2022
Q2 		$1K Buy
+32
New +$967 ﹤0.01% 670

Other funds holding PIPR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return